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The customer portal is a self-serve billing center rendered by ArcenEmbed. Customers view their active plan, explore upgrade options, manage payment methods, and handle cancellations — all without contacting support.

Enabling the portal

The portal is a view inside ArcenEmbed. Render it with initialView="portal":

What customers can do in the portal

Modal — opens as a full-screen overlay, good for “Manage Billing” buttons:
Inline — renders as part of the page layout, good for dedicated billing pages:

Plan change flow

When a customer upgrades or downgrades from the portal:
  1. They select a new plan.
  2. For upgrades, the portal shows the prorated amount due immediately.
  3. For downgrades, the portal shows that the change takes effect at period end.
  4. After confirmation, the change is reflected in both the portal and your entitlement checks.
Your app receives company.plan.changed webhook events to update its state.

Customizing the portal

The portal’s appearance inherits from your team’s provider profile (name, logo). Configure these in Settings → Provider Profile or via API:
A common pattern is adding a “Billing” link in your app’s navigation that opens the portal:
For offline or email-based billing interactions, use payment links instead of the portal. Create a payment link for a specific invoice or add-on and include the URL in emails:

Next steps

Last modified on September 9, 2026